Financial Intermediaries

Helping trusted advisors better serve their clients

The business landscape for financial intermediaries has changed dramatically in recent years with increased competitive, regulatory, and cost pressures.

To alleviate these pressures, intermediaries seek new solutions to enhance and distinguish their offerings in the marketplace, better control investment portfolio and business risks, and regulate or reduce investment expenses.

To best serve the full spectrum of financial intermediaries, Meketa works on a full-service, comprehensive retainer basis or in a specific service area such as:

  • Investment and manager research
  • Asset allocation
  • Portfolio construction
  • Dynamic risk allocation
  • Model portfolio services
  • Internal business analysis
  • Reporting and communications content

Where appropriate, we act as a discretionary sub-advisor, allowing our client to retain oversight while we implement investment policy and conduct monitoring of the investment portfolio.

Our consulting and advisory services are customized to reflect each organization’s strategic and operational needs.  We work within each client’s business requirements or restrictions, be it risk constraints or limited business resources.

We apply the full breadth and depth of our knowledge and resources to build a program with financial intermediaries and their clients in mind.

We appreciate the unique needs of financial intermediaries and have designed our services to work in collaboration to build the long term value of their business.

Henry Jaung, Managing Principal / Consultant